Encouraging Charitable Donors To Include You in Their Estate Plans Mar 4, 2024Even if current donations are your not-for-profit’s bread and butter, you can’t afford... read more
Have You Inherited Assets? Here are the Rules Jul 17, 2023If you’re planning your estate, or you’ve recently inherited assets, you may be unsure... read more
Are You Planning Your Estate or Have Inherited Assets? Jul 22, 2021If you’re planning your estate, or you’ve recently inherited assets, you may be unsure... read more
Understand Fair Market Value Rules for Your Estate and Property Jul 21, 2020If you’re planning your estate, or you’ve recently inherited assets, you may be unsure... read more
Make Annual Gift Exclusions Before Year-End…Here’s Why Dec 13, 2016A tried-and-true estate planning strategy is to make tax-free gifts to loved ones during... read more
Have you had your annual estate plan checkup? Jan 21, 2015An annual estate plan checkup is critical to the health of your estate plan. Because... read more
